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Friday, 29 October 21
APAC THERMAL COAL SUPPLY TO REMAIN TIGHT AS WINTER LOOMS - FITCH RATINGS
 APAC thermal coal prices have surged, hitting historically high levels. The benchmark Newcastle 6,000kcal/kg grade coal reached USD228/tonne in mid-October, roughly triple the price from December. Fitch Ratings says in a new report that the high prices are largely driven by tight supply across the region and low inventory levels in China and India, along with strong natural gas prices as an alternative energy source. Major Asian countries' imports increased by 1.5% yoy in 8M21, although China's imports declined by 3.7% yoy in 9M21 with metallurgical coal more affected than thermal.
China's benchmark Qinhuangdao 5,500kcal/kg coal price has tripled so far this year, reaching around CNY2,300/tonne in mid-October and gaining over 100% since only September. Domestic production marginally picked up 1.2% qoq in 3Q21 as August-September output rebounded to 33.5 million tonnes (mt) per month from 31.4mt in July. Demand has remained strong, too. Thermal power generation rose by 11.9% in 9M21 on the economic recovery, strong exports and lack of growth in hydropower.
China has raised the production quota of 153 mines since September. These mines can contribute an incremental 50mt or more in 4Q21. Production increased above 11.60mt on 18 October, the highest level this year, from an average 11.14mt a day in September. Still, supply could remain tight in 4Q21, as daily production in November-December could be little more than 1.0mt higher than September from past experience. The National Development and Reform Commission (NDRC) has also flagged its intention to intervene on prices.
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Wednesday, 01 December 21
SUPPLY OF COAL TO POWER PLANTS IN NOV MORE THAN CONSUMPTION: JOSHI - PTI
The supply of coal to power plants in November is more than the consumption, resulting in rise in stock of dry fuel at power plants, and this trend ...
Wednesday, 01 December 21
MARKET INSIGHT - INTERMODAL
Essentially, anyone involved in the shipping and commodity markets still struggle with commodity supply issues and skyrocketing prices in the conte ...
Tuesday, 30 November 21
CHINA'S TOP ECONOMIC PLANNER SUMMONS COAL PRODUCERS; LONG-TERM PRICING MECHANISM IS ADVISED - GLOBAL TIMES
China’s top economic planner the National Development and Reform Commission (NDRC) said on Monday that they summoned coal producers for a hea ...
Tuesday, 30 November 21
CHINA'S COAL PRICES PLUNGE AFTER GOVT SIGNALS MORE PRICE REGULATION - REUTERS
China’s thermal coal futures dropped 5.6% on Monday after the state economic planner signaled further regulations for prices of the dirty pow ...
Friday, 26 November 21
AS COAL MARKET STABILIZES, CHINA STEPS UP NATURAL GAS SUPPLY TO MEET WINTER DEMAND - GLOBAL TIMES
The daily supply of natural gas in China has exceeded 1 billion cubic meters (bcm) since November began, up 11 percent year-on-year, data from stat ...
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- The University of Queensland
- Australian Coal Association
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- Bharathi Cement Corporation - India
- Heidelberg Cement - Germany
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Aboitiz Power Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Baramulti Group, Indonesia
- Orica Mining Services - Indonesia
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Parry Sugars Refinery, India
- European Bulk Services B.V. - Netherlands
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Ambuja Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- GVK Power & Infra Limited - India
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Vedanta Resources Plc - India
- SMG Consultants - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement PLC, Thailand
- Rio Tinto Coal - Australia
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- Ind-Barath Power Infra Limited - India
- Australian Commodity Traders Exchange
- The State Trading Corporation of India Ltd
- Aditya Birla Group - India
- Kohat Cement Company Ltd. - Pakistan
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- ASAPP Information Group - India
- LBH Netherlands Bv - Netherlands
- Globalindo Alam Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Larsen & Toubro Limited - India
- South Luzon Thermal Energy Corporation
- Sinarmas Energy and Mining - Indonesia
- Indika Energy - Indonesia
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indogreen Group - Indonesia
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Orica Australia Pty. Ltd.
- Kumho Petrochemical, South Korea
- Indo Tambangraya Megah - Indonesia
- GAC Shipping (India) Pvt Ltd
- Chamber of Mines of South Africa
- Madhucon Powers Ltd - India
- White Energy Company Limited
- New Zealand Coal & Carbon
- Eastern Coal Council - USA
- Deloitte Consulting - India
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- Sarangani Energy Corporation, Philippines
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Central Electricity Authority - India
- Lanco Infratech Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Kideco Jaya Agung - Indonesia
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- GMR Energy Limited - India
- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Mercuria Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- Gujarat Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Bhushan Steel Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- VISA Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Global Coal Blending Company Limited - Australia
- Ministry of Finance - Indonesia
- Samtan Co., Ltd - South Korea
- Savvy Resources Ltd - HongKong
- Meralco Power Generation, Philippines
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Grasim Industreis Ltd - India
- Jindal Steel & Power Ltd - India
- Coal and Oil Company - UAE
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
- Energy Link Ltd, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Thiess Contractors Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Petron Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Africa Commodities Group - South Africa
- Attock Cement Pakistan Limited
- Merrill Lynch Commodities Europe
- Neyveli Lignite Corporation Ltd, - India
- Minerals Council of Australia
- Malabar Cements Ltd - India
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- Price Waterhouse Coopers - Russia
- Riau Bara Harum - Indonesia
- Goldman Sachs - Singapore
- Asmin Koalindo Tuhup - Indonesia
- The Treasury - Australian Government
- Posco Energy - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- Semirara Mining Corp, Philippines
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Formosa Plastics Group - Taiwan
- Tata Chemicals Ltd - India
- Anglo American - United Kingdom
- Georgia Ports Authority, United States
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Romanian Commodities Exchange
- Mjunction Services Limited - India
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- Salva Resources Pvt Ltd - India
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Altura Mining Limited, Indonesia
- Marubeni Corporation - India
- Bhoruka Overseas - Indonesia
- Kobexindo Tractors - Indoneisa
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Singapore Mercantile Exchange
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- CIMB Investment Bank - Malaysia
- Bulk Trading Sa - Switzerland
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